Srs Capital Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Srs Capital Advisors, Inc.
- $1.5 Billion
- Q4 2024
A detailed history of Srs Capital Advisors, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 714,888 shares of DFCF stock, worth $29.6 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
714,888
Previous 670,490
6.62%
Holding current value
$29.6 Million
Previous $29 Million
2.1%
% of portfolio
1.98%
Previous 2.72%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
390Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$142 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$478 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$460 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio